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Showing 1421 - 1430 of 2560 results for "SMSF"

Corporate bond issue closes at $35m oversubscribed

STAFF WRITER  |  THURSDAY, 2 JUL 2015
... Stockwell has closed its $35 million bond issue oversubscribed following a strong response from self-managed super fund (SMSF) trustees and other sophisticated investors. The six-year senior secured amortising note issue will pay a fixed rate of interest ...

Sherwin principal faces court for SMSF fraud

LAURA MILLAN  |  THURSDAY, 25 JUN 2015
... Sherwin Financial Planners principal, Bradley Thomas Sherwin, has faced court for causing self-managed superannuation fund (SMSF) trustees to lose $10 million. Sherwin was also chairman of failed business Wickham Securities and was banned from financial ...

Asset allocation is over, investors chase returns

LAURA MILLAN  |  TUESDAY, 23 JUN 2015
... like they will become a space between bonds and equities." Australian investors are "well ahead of this trend. We've seen SMSF investors have a preference for the big four banks, which pay high dividends." However, "Australians should be re-thinking ...

ANZ SMSF head moves to Zurich

DARREN SNYDER  |  TUESDAY, 23 JUN 2015
Head of wrap and self-managed superannuation fund (SMSF) platforms at ANZ, Raelene Seales, will be joining Zurich Australia as chief operating officer general insurance. A wealth and banking specialist, Seales will begin the role at Zurich in August ...

SMSF investors reducing cash and shares

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
Self-managed superannuation fund (SMSF) investors are reducing holdings in cash and term deposits and listed shares according to the latest data from OneVue. Reduction rates in these investment classes have slowed over the past two years yet they still ...

Advice firm acquires $1bn accountancy business

LAURA MILLAN  |  MONDAY, 15 JUN 2015
Aura Group has acquired a majority stake in Accountable Financial Group (AFG), an accountancy firm with a focus on self-managed super funds (SMSFs) and just under $1 billion in assets under advice. Aura Group managing director Calvin Ng said the acquisition ...

SMSF allocation to Aussie equities hits year-low

LAURA MILLAN  |  THURSDAY, 11 JUN 2015
Self-managed super fund (SMSF) allocation to Australian equities has dropped to a year-low, as investment in international shares increases. The latest AMP-owned Multiport SMSF Investment Patterns Survey shows that allocation to Australian equities ...

Saxo launches trading platform for SMSFs

LAURA MILLAN  |  WEDNESDAY, 10 JUN 2015
... SMSFs and high net worth investors "are driving demand for trading platforms to be powerful and feature-rich, with half of SMSF investors who trade online picking their main broker based on ease of use, and one in five prepared to switch for improved ...

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
... 2014 Finalists - ANZ, Australian Ethical Super, RARE Infrastructure, SSGA Public Relations Campaign of the Year Shed Media - SMSF Association Finalists - 64 Media, First Degree PR, Honner Media, Pritchett Partners Video Campaign of the Year AMP - Oliver's ...

CPA sets up independent advice license

LAURA MILLAN  |  FRIDAY, 5 JUN 2015
... accountants who are considering providing financial advice found that 91% want to be licensed for self-managed super fund (SMSF) establishment advice and contributions advice. Of those surveyed, 71% would like to provide assistance with rollovers, 66% ...